Overview

An entry in the Activity Dashboard is created any time data is sent by the integration to Shelby. You can access your Activity Dashboard with the Dashboard link in the side navigation panel.

There are various things that can happen when trying to send data:

  1. Found one or multiple Tithe.ly transactions and sent them successfully to Shelby. Details are available for viewing.
  2. Found zero Tithe.ly transactions since the last successful run. A "No event was found" notice is displayed. These empty entries are hidden to avoid cluttering the dashboard.
  3. Authentication error - your connection to Shelby needs to be updated.
  4. An error occurred. The Integrations Team receives a notice about all errors from the integration. If your configuration settings appear to be correct and the error has not resolved in a few days, please contact us at support@tithe.ly.

Deposit Details

The Activity Dashboard allows you to view specific details about the deposit data sent to Shelby.

To view details, follow these steps

  1. Click the Dashboard link on the side navigation.
  2. To see the deposits for a specific sync click the number under the 'records' column.

If you want to look up information by individual transaction click the number under the Transactions column

You can also click "See all deposits" on the dashboard to see a list of all deposits that have been sent or are pending being sent.

Dashboard Filtering

Activity Dashboard entries will grow each time new data is sent to Shelby. We provide a way to find specific transactions by searching either for the net amount of the transaction or the name of the campus. The same field is used for both searches.

Campus Name Search

  1. Enter the name of a campus in the search field.
  2. Hit Enter on your keyboard.
  3. Data associated with campuses that contain the entered text will be shown.
  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.

Gross Amount Search

  1. Enter an amount in the search field.
  2. Hit Enter on your keyboard.
  3. Sync Activity that includes records matching that gross amount will be shown.
  4. To reset the view, clear the search text and hit Enter again or click the Activity Dashboard link in the top navigation.
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